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Independent Insurance Strategist (IIS)

Dallas, TX, USA

Job Type

Full Time

Workspace

Remote

About the Role

  • Must be at least 18 years old

  • Willingness to obtain required state licensing (if not already licensed)

  • Must have dependable communication and a professional presence

  • Must be coachable, consistent, and committed to ethical service

  • Previous industry experience is a plus but not required — we train

The Independent Insurance Strategist (IIS) is a purpose-driven partner role designed for individuals who want to help families build generational wealth through smart protection, long-term planning, and intentional financial strategy. As an IIS, you’ll collaborate with SheCounts to expand access to life-changing financial solutions while maintaining full independence and control of your schedule.

This role is ideal for someone who is ethical, self-motivated, coachable, and committed to serving families with integrity.

What You’ll Do

Educate individuals and families on wealth-building products, long-term planning, and financial protection.
Guide clients through needs-based conversations to help them make informed decisions.
Present suitable solutions using SheCounts’ training, tools, and support materials.
Attend team trainings, strategy sessions, and development meetings.
Maintain accurate records and follow industry and company standards.
Promote SheCounts core values of integrity, education, and empowerment.

What You’ll Gain

Full independence — you manage your schedule, goals, and client relationships.
Access to SheCounts training hub, mentorship, and strategic growth tools.
Earning potential based on performance, service, and consistency.
A community of like-minded wealth strategists focused on impact, not pressure.
Opportunities to expand into taxes, annuities, wealth plans, and leadership roles.

Who Thrives Here

People who move with integrity and value doing the right thing.
Individuals who are self-starters and don’t wait to be told what to do.
Go-getters who want to grow a brand, not punch a clock.
People who believe in generational wealth, not quick money.
Those who love learning, serving, and elevating their community.

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